About this episode
? Get smarter faster by learning with other firm owners: https://www.rlz.io/? A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps? Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm.? Learn more about Claude Cowork here (still MacOS only): https://claude.com/product/cowork? And ClawdBot/MoltBot here: https://clawd.bot/? Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Soraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/Missive: missiveapp.com/jason?? Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
